Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
---|---|---|---|---|---|---|---|---|---|
AULL & MONROE INVESTMENT MANAGEMENT CORP | COM | 1501 | $1,947,072 | 20,104 | 0.00 | 0.00 | -471 | -2.29 | 09-30-2023 |
CAPSTONE TRITON FINANCIAL GROUP LLC | COM | 1502 | $2,284,452 | 20,099 | 0.00 | 0.00 | -794 | -3.80 | 03-31-2024 |
STRATEGIC WEALTH ADVISORS GROUP LLC | COM | 1503 | $1,942,000 | 20,072 | 0.08 | 0.09 | 481 | 2.46 | 09-30-2022 |
KENFARB & CO | COM | 1504 | $1,941,539 | 20,047 | 0.00 | 0.00 | -1,075 | -5.09 | 09-30-2023 |